U.S. federal trademark · Serial No. 97318704 · Reg. No. 7328560
Brokerage and investment services, namely, providing a library, in the nature of an online computer database in the field of mutual funds, exchange traded funds (ETFs), model portfolios, and managed account portfolios; financial risk assessment services pertaining to mutual funds, exchange traded funds (ETFs), model portfolios, and managed account portfolios
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